Who owns LITMAN GREGORY FDS TR POLEN?
- Ticker: PCIG
- CUSIP Number: 53700t736
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Analyze quarterly positions in Litman Gregory Fds Tr Polen with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Litman Gregory Fds Tr Polen stock
Who bought or sold LITMAN GREGORY FDS TR POLEN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors | 1.6M | $15M | -1% | Sep 2025 |
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| AI Financial Services | 122k | $1.1M | 4% | Sep 2025 |
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| Envestnet Asset Management | 113k | $1.1M | -5% | Sep 2025 |
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| CLS Investments | 49k | $459k | -1% | Sep 2025 |
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| BridgePort Financial Solutions | 27k | $255k | -10% | Sep 2025 |
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| Susquehanna International | 18k | $165k | 100% | Sep 2025 |
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| Smart Portfolios | 13k | $126k | -14% | Sep 2025 |
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| Insight Advisors, LLC/ PA | 13k | $122k | 0% | Sep 2025 |
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| Jane Street | 13k | $118k | -17% | Sep 2025 |
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| Citadel Advisors | 12k | $113k | -13% | Sep 2025 |
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| Advisor Group Holdings | 8.7k | $81k | 0% | Sep 2025 |
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| Bank Of Montreal | 6.7k | $66k | 100% | Jun 2025 |
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| UBS Group | 3.7k | $35k | 330% | Sep 2025 |
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| Aptus Capital Advisors | 3.2k | $30k | 6% | Sep 2025 |
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Who sold out of Litman Gregory Fds Tr Polen?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Jun 2025 | 14k | $135k |